Dan Maloney CPA CFP CM&AA CBI Dan brings a unique background and a different approach to the Business Intermediary arena. He is a Certified Public Accountant (CPA), Certified Merger & Acquisition Advisor (CM&AA), Certified Business Intermediary and Certified Financial Planner (CFP) and served as a tax partner at a "Big 4" professional services firm. His client base crossed all industries and included manufacturers, distributors, contractors, real estate developers, retailers, financial institutions and professional service firms. His practice encompassed tax planning , business planning and financial planning. Clients included Corporations, S Corporations, Partnerships and LLC's.
Following his 20 years in the public accounting arena, he served as President, COO and Co-CEO of a group of several privately held businesses operating throughout the eastern USA. He was responsible for operations, finance, information technologies, human resources, risk management and administration, strategic planning, change management and M&A activities.
Dan has served on the Board of Trustees and/or Board of Directors of the Tampa Bay Performing Arts Center, Tampa Museum of Art, the Tampa Bay Business Committee for the Arts, Junior Achievement of Tampa, Dawninn Family Services (fka Alpha House of Tampa), The Westshore Alliance, The Florida Tomato Committee, Florida Fruit and Vegetable Association and the Florida Tomato Growers Association. He is/has been a member of the Association for Corporate Growth, The Alliance of Merger and Acquisition Advisors, the International Business Brokers Association, Leadership Tampa Alumni and the American Institute of CPA's. He is President of Business Brokers of Florida, Tampa Bay and SW Florida districts. He is also the President and Chairman of the Business Transition Council of Tampa Bay.
Dan has earned FINRA Series 24 (General Securities Principal), Series 79 (Investment Banking), Series 62 (Corporate Securities) and Series 63 (State Laws) licenses.